I heard (from the q2 report) that they drone cells are sold out through 2027, and are looking for contract manufacturing partners. AMPX is already doing that. Has anyone heard indications that they are near to securing a partner, and what that capacity might be?
After yesterday’s drop, how is everyone feeling about SES going into the rest of the week?
Do you see it as a healthy pullback after the recent move or are you expecting further downside?
Im still watching the $0.55–0.60 area and wondering whether we’re just consolidating before another move.
The NYSE announced proceedings to delist SES AI’s public warrants (SES WS) because of their abnormally low trading price, and trading in those warrants was suspended. How it could affect to the common stock?
If Ses Ai hold that support zone (0.58-0.67), how long it could take to ramp up?
What probably may happen today after market close?
Now here’s where $SES gets interesting 👀
The headline numbers were mixed, but dig deeper and the story looks very different.
🚀 $30M–$35M revenue guidance maintained
📈 Margins improving
🚁 Drone battery production ramping up
🤖 Molecular Universe generating its first subscription revenue
💰 $163M cash position
📉 Management targeting lower costs
The market may react to one quarter. I’m watching what SES is building for the next one. 👀
Disclaimer — Not Financial Advice
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Extending NMC811 with low Si-C (30%) to more than 2500 cycles, LFP +4C/-4C to more than 5000 cycles, etc. Q2 revenue from material sales was $1.2M